September

2011
Georgia Tech BIM Execution Plan
Template

Version 1.0
Contents
Contents ..................................................................................................................................................................................................... 2
Agreement ................................................................................................................................................................................................. 3
1 Overview ........................................................................................................................................................................................... 4
2 Project Initiation ................................................................................................................................................................................ 4
2.1 Project Information .................................................................................................................................................... 4

2.2 Core Collaboration Team ............................................................................................................................................ 4

2.3 Project Goals and Objectives....................................................................................................................................... 4

2.4 Collaborative Process Mapping (Coordination Plan) ...................................................................................................... 4

2.5 Project Phases / Milestones ........................................................................................................................................ 6

3 Modeling Plan ................................................................................................................................................................................... 6
3.1 Model Managers........................................................................................................................................................ 6

3.2 Planned Models ......................................................................................................................................................... 8

3.3 Model Components ................................................................................................................................................... 8

3.3.1 File Naming Structure ...................................................................................................................................................... 9
3.3.2 Precision and Dimensioning ............................................................................................................................................ 9
3.3.3 Model Attribute Data ....................................................................................................................................................... 9
3.3.4 Modeling Level of Detail ................................................................................................................................................ 10
3.4 Detailed Modeling Plan ............................................................................................................................................ 10
3.4.1 Programming/ Pre-Design Phase ................................................................................................................................... 11
3.4.2 Schematic Design Phase ................................................................................................................................................ 11
3.4.3 Preliminary Design Phase .............................................................................................................................................. 11
3.4.4 Construction Documents Phase ..................................................................................................................................... 12
3.4.5 Agency Review & Bidding Phase .................................................................................................................................... 12
3.4.6 Construction Phase ........................................................................................................................................................ 12
3.4.7 Close Out (Design Team) ................................................................................................................................................ 13
3.4.8 Close Out (Contractor) ................................................................................................................................................... 13
3.5 Analysis Plan............................................................................................................................................................ 13
3.5.1 Analysis Models ............................................................................................................................................................. 13
3.6 Detailed Analysis Plan .............................................................................................................................................. 14

3.7 Clash Detection Process ........................................................................................................................................ 14

4 Concurrent As-Built Modeling Plan ................................................................................................................................................. 14
5 Construction Capture Schedule....................................................................................................................................................... 15
6 Collaboration Plan ........................................................................................................................................................................... 15
7 Document Management ................................................................................................................................................................. 15
8 Document Management Solution ................................................................................................................................................... 16
Agreement
By signature below, this BIM Execution Plan is herewith adopted and incorporated into the Agreement, dated _________, for
Professional Design Services between _____________________________ and Georgia Tech.

Owner Date

Architect Date

Construction Manager Date

Structural Engineer Date

Mechanical Engineer Date

Electrical Engineer Date

Plumbing Engineer Date

Additional Party as Needed Date

Additional Party as Needed Date

1 Overview
The intent of this BIM Execution Plan is to provide a framework that will let the owner, architect, engineers, and
construction manager deploy building information modeling (BIM) technology and best practices on this project faster
and more cost-effectively. This plan delineates roles and responsibilities of each party, the detail and scope of
information to be shared, relevant business processes and supporting software. All text that is RED is for illustrative
purposes only, and should not be construed as a formalized response to this execution plan. Items in red are for
reference only; items in RED should be deleted and/ or replaced with relevant project information.

2 Project Initiation
This section defines the Core Collaboration Team, the project objectives, project phases, and overall communication plan
throughout the project’s phases.

2.1 Project Information

Project Name:
Project Number:
Project Address:
Project Description:

2.2 Core Collaboration Team

List all stakeholders that form the project management team below. These individuals share in the
responsibility of providing oversight pursuant to validation of the project program, cost and value.

Contact Name Role/Title Company Email Phone

2.3 Project Goals and Objectives

List all project goals and objectives below.

Project Goal Objective Achieved if Project Timeframe

2.4 Collaborative Process Mapping (Coordination Plan)

All stakeholders on the project are to briefly describe and identify their roles and responsibilities below. The
purpose of the process map is to plan events, coordination, and the deliverables for each milestone. Role
owners, described as a column will reflect their responsibilities per project phase.
 Owner Architect Consulting Engineers Construction Manager Commissioning Agent

Programming/
Pre-Design
Phase

Schematic
Design Phase

Preliminary
Design Phase

Construction
Documents
Phase

Agency Review
& Bidding Phase

Construction
Phase
(Contractor)

Close-out
(Design Team)

Close-out
(Contractor)
 2.5 Project Phases / Milestones
This section identifies all stakeholders involved in completing project phase milestones. Start and completion
dates will correspond with the approved project schedule. Stakeholders involved shall be the contributing
parties assigned to those tasks within the phases for the project.

Project Phase / Milestone Estimated Start Date Estimated Completion Date Project Stakeholders Involved

Programming/ Pre-Design Phase

Schematic Design Phase

Preliminary Design Phase

Construction Documents Phase

Agency Review & Bidding Phase

(Contractor)

Close-out (Design Team)

Close-out (Contractor)

3 Modeling Plan
Advance planning around which models will need to be created during the different phases of the project, which will be
responsible for updating models and distributing them, and predetermining the content and format of models as much
as possible, will help your project run more efficiently and cost-effectively during every phase.

3.1 Model Managers

Each party—such as the owner, architect, contractor, or sub-consultants—that is responsible for contributing
modeling content should assign a model manager to the project. The model manager from each party has a
number of responsibilities. They include, but are not limited to:

• Transferring modeling content from one party to another

• Validating the level of detail and controls as defined for each project phase

• Validating modeling content during each phase

• Combining or linking multiple models

• Participating in design review and model coordination sessions

• Communicating issues back to the internal and cross-company teams

• Keeping file naming accurate

• Managing version control

• Properly storing the models in the collaborative project management system

Stakeholder Company Name Model Manager Name Email Phone
 3.2 Planned Models
In the table below, outline the models that will be created for the project. List the model name, model content,
project phase when the model will be delivered, the model’s authoring company, and the model-authoring tool
that will be used. For models that will not be used or created in your project, just leave the row blank, and add
rows for model types you anticipate needing that are not already listed. Items in RED are listed as an example.

Model Name Model Content Project Phase Authoring Authoring Tool

Company

Architectural Model Architectural objects, code information Autodesk Revit

Architecture

Civil Model Topography, site utilities to within 5 feet of Autodesk Civil 3D

perimeter, hard and soft surfaces, other site
objects

Structural Model Structural steel members, bearing and shear Autodesk Revit
walls, analytical structural model, lintels Structure

Mechanical Model Mechanical systems, equipment, load Autodesk Revit MEP

information, utilities within 5 feet of
building perimeter

Electrical Model Electrical systems, equipment, load Autodesk Revit MEP

information, utilities within 5 feet of
building perimeter

Plumbing Model Plumbing systems, equipment, load Autodesk Revit MEP

information, utilities within 5 feet of
building perimeter

Energy Model Energy data, run iterations, life cycle costing, Autodesk Ecotect/
peak loads EQuest

Construction Model Scheduling information, sequencing Autodesk NavisWorks

information

Estimate Model Costing data, quantity takeoffs Autodesk Quantity

Takeoff

Coordination Model Design Intent Models and Fabrication Autodesk NavisWorks

information

3.3 Model Components

As an aid to usability during later phases of your project, specify what the content, level of detail, and file naming
structure of your models should look like.
 3.3.1 File Naming Structure
Determine and list the structure for model file names and data format.

File Names for Models Should Be Formatted as:

DISCIPLINE-Project Number-Building Number.rvt (example: ARCH-20090001-BL001.rvt). Confirm with GT.
Architectural Model ARCH-
Civil Model CIVL-
Mechanical Model MECH-
Electrical Model ELEC-
Plumbing Model PLMB-
Food Service Model KTCH-
Structural Model STRC-
Telecommunications TCOM-
Audio Visual AVIS-
Energy Model ENRG-
Construction Model CNST-
Estimate Model COST-
Coordination Model COOR-

3.3.2 Precision and Dimensioning

Models should include all appropriate dimensioning as needed for design intent, analysis, and
construction. With the exception of the exclusions listed below, the model will be considered accurate
and complete. In the table below, enter which items’ placement will not be considered entirely accurate
and should not be relied on for placement or assembly.

Items that Will Not Be Considered Accurate for Dimensioning or Placement

Architectural –
MEP –
Civil –
Construction –
Food Service –
Structural –

3.3.3 Model Attribute Data

The level of property information in the modeling objects and assemblies depends on the types of
analysis that will be performed on the model.

Specify model and model component COBie data per the GT BIM Requirements. The team will be
required to add information to the BIMs that will add value to GT’s facility management systems. In
support of COBie, the Project Team is required to utilize attributes within the GT BIM template to assist
in generation of required information for contribution to the GT FM data structure. See Appendix 7.2 of
the GT BIM Requirements.

See Section 4.2.2 of the GT BIM Requirements

 See Section 4.3.1.1 of the GT BIM Requirements for COBie data requirements. The team is expected to
understand data requirement for all phases of the work, and should show how data capability
requirements influence the planning and collaboration for this project. Diagramming expected and
anticipated events, solving workflow dynamics for the collaborative team will address the intent of the
BIM project.

3.3.4 Modeling Level of Detail

Specify the level of detail in your models below. The level of detail can be defined by exclusions and/or
by object size. The level of detail described here should reflect descriptions listed within the AIA E202.

Exclusions: List the objects excluded from the model in the table below.
Items that Will Be Excluded from the Model
Architectural –
MEP –
Civil –
Construction –
Food Service –
Structural –

Size: Any object smaller than [1”] will not be included in the model.

3.4 Detailed Modeling Plan

For each phase of the project, the project team should create a detailed modeling plan, which should include
the modeling objectives, models included, and the roles and responsibilities of model authors. Model
objectives and model manager roles and responsibilities by phase are outlined below.
3.4.1 Programming/ Pre-Design Phase

3.4.1.1 Objectives: Provide initial design based on conceptual parameters established by the
owner, ensure that code and zoning requirements meet project objectives, and establish a 3D
reference point of model coordination. Provide Program of Requirements and all space
considerations for reference in the model.

3.4.1.2 Model Roles: A model may or may not take shape during the Conceptualization /
Program of Requirements phase. If a model is created, its role will be to depict the visual concept
and general layout of the project along with space requirements.

3.4.1.3 Responsibilities: The architect’s designated model manager will establish a baseline
model to be used as the basis for other models. During the Conceptualization / Program of
Requirement phase, the model managers from all parties will establish modeling standards and
guidelines.

3.4.2 Schematic Design Phase

3.4.2.1 Objectives: Provide spatial design based on input from the Conceptualization / Program
of Requirement phase; provide initial design for building system and attributes including
architectural, structural, and MEP; identify initial coordination issues between building systems;
receive input from suppliers and fabricators regarding system cost, placement, fabrication and
scheduling.

3.4.2.2 Model Roles: The Architectural model will show the general design and layout of the
building structure and act as the baseline for all other subsystem designs, such as MEP and
Structural models. The subsystem designs will be used to show the initial selection and layout of
building components. The Architectural model and Consulting Engineers’ model will be used to
inform the Energy Models.

3.4.2.3 Responsibilities: Once the baseline conceptual structure has been created, the architect’s
model manager will send the model to the sub-consultants so they can develop their designs. The
consulting engineers’ designated model managers will audit and deliver the completed models to
the architect’s model manager. The architect’s model manager will review the models to ensure
compliance with the phase requirements. Once the models meet the requirements, the
architect’s model manager will link or combine cross-disciplinary models. The architect’s model
manager should coordinate with the consulting engineers’ model managers to eliminate
duplicate or redundant objects.

3.4.3 Preliminary Design Phase

3.4.3.1 Objectives: Provide final design of building and building systems; resolve coordination
issues between building systems; provide a Construction model capable of analyzing schedule,
cost, and constructability.

3.4.3.2 Model Roles: The Architectural model will continue to act as the baseline for all other
subsystem designs. The subsystem designs will be modified accordingly to represent the
enhanced design.
 3.4.3.3 Responsibilities: The consulting engineers’ model managers will use the Architectural
model to revise and complete their designs. Once the models are complete, the consulting
engineers’ model managers will deliver their models to the architect’s model manager. The
architect’s model manager will review the models to ensure compliance with the phase
requirements. The architect’s model manager will provide the construction manager’s model
manager with the Architectural model and the Consulting Engineers’ models.

3.4.4 Construction Documents Phase

3.4.4.1 Objectives: Finalize design of the building and all building systems, prepare
documentation for agency review, and provide construction modeling that highlight
constructability, trade coordination, and fabrication.

3.4.4.2 Model Roles: All design models will be used to reflect the design. The models will then be
used to generate the contract documents. The Construction model will be used primarily for
estimating, scheduling, and constructability analysis.

3.4.4.3 Responsibilities: The architect and engineer's model managers will prepare contract
documents for agency review based on the Design Intent models.

3.4.5 Agency Review & Bidding Phase

3.4.5.1 Objective: Revise Design Intent models based on agency feedback on all models.

3.4.5.2 Model Roles: The design models will be adjusted to reflect agency feedback. The
Construction model will be enhanced and further used for estimating, scheduling, construction
sequencing, trade coordination, and constructability analysis.

3.4.5.3 Responsibilities: The architect’s model manager will communicate agency comments
back to the design team. The consulting engineers’ model managers will revise their design
models accordingly and submit them back to the architect. The architect’s model manager will
provide the construction manager’s model manager with the Architectural model and the
Consulting Engineers’ models.

3.4.6 Construction Phase

3.4.6.1 Objectives: Update Architectural and Consulting Engineers’ models based on submittals,
RFIs, or owner-directed changes; maintain the Construction model based on construction
activities. The construction team will submit RFIs and submittals through the collaborative
project management system.

3.4.6.2 Model Roles: The Architectural and Consulting Engineers’ models will be revised
throughout construction, based on owner directives and As Built comments. The models will
always reflect the revised contract documents. The Construction model will be used for
scheduling analysis, construction sequencing, and trade coordination.

3.4.6.3 Responsibilities: The architect’s model manager will work with their consulting engineers
to answer the RFIs and submittals and adjust the models accordingly. The construction
manager’s model manager will update the Construction model and will work with the architect
to develop the Architectural and Consulting Engineers’ models.
 3.4.7 Close Out (Design Team)

3.4.7.1 Objective: Use the Architectural and Consulting Engineers’ models for facility
management, with the possibility of use in ongoing operations.

3.4.7.2 Model Roles: The Architectural and Consulting Engineers’ models will be used to
represent the actual assembly of the building from construction.

3.4.7.3 Responsibilities: The architect will deliver the models at the end of the project to the
owner.

3.4.8 Close Out (Contractor)

3.4.8.1 Objective: Use the Architectural and Consulting Engineers’ models for facility
management, with the possibility of use in ongoing operations.

3.4.8.2 Model Roles: The Architectural and Consulting Engineers’ models will be used to
represent the actual assembly of the building from construction.

3.4.8.3 Responsibilities: The contractor will deliver the models at the end of the project to the
owner.

3.5 Analysis Plan

By listing and specifying what types of analysis your project will likely require at the beginning of your project,
you can ensure that your key models will include the relevant information, making the analysis easier and more
efficient.

3.5.1 Analysis Models

Your project’s scope of work may require performing certain kinds of analysis, such as the ones listed
below, based on existing or specially created model(s). In most cases, the quality of the analysis depends
on the quality of the original model that the analysis is derived from. Therefore, the project team
member performing the analysis should clearly communicate the analysis requirements to the original
model authoring team member.

3.5.1.1 Quantity Takeoff Analysis

The objective of quantity takeoff analysis is to use modeling property data to automate or
simplify the quantity takeoff process. This information from the quantity takeoff tool can then be
imported or tied to cost-estimating software. In order for the quantity takeoff process to work
seamlessly, the original modeling author will need to include the relevant property information
in the design and an agreement of modeled content communities to estimate.

3.5.1.2 Scheduling Analysis

Scheduling analysis lets the project team use the project model to analyze the timeline and
sequencing for construction. This information can then be used to modify or adjust the
construction schedule. Tools currently exist that allow project team members to visualize the
construction over time, but no systems exist yet that interact automatically with scheduling
tools.
 3.5.1.3 Visualization Analysis
Visualization tools let the project team view the design or construction of the project in 3D,
giving them a more accurate perspective of the product.

3.5.1.4 LEED Rating/Energy Analysis

LEED (leadership in energy and environmental design) Rating/Energy Analysis tools help the
project team evaluate the impact of design decisions on sustainability and energy consumption.
This analysis model is usually based on the main Architectural model, after which material and
building system inputs can be used to evaluate the project’s sustainability and energy
consumption.

3.5.1.5 Structural Analysis

Structural analysis tools use the model to analyze the building’s structural properties. Structural
analysis programs typically use the finite element method (FEM) to measure the stresses on all
structural elements of the design. For structural analysis to work seamlessly, the original
structural modeling tool needs to be compatible with the structural analysis tool, and the
original structural model property data must include information about the structural elements.

3.6 Detailed Analysis Plan

For each type of analysis that may be performed for your project, list the models used for the analysis, which
company will perform the analysis, the file format required for the analysis, the estimated project phase, and the
analysis tool that will be used. If there are, other special instructions associated with the analysis, mark the
Special Instructions column and list the details in the Special Instructions table in the next section.

Analysis Analysis Tool Model Analyzing Project Phase File Format

Visualization Architectural & Structural Model C R i d
.rvt/.nwf
Structural Structural Model .rvt
Quantity Takeoff All Models .rvt
Scheduling /4D All Models .rvt/.nwf
Cost Analysis /5D All Models .rvt/.nwf
Energy/LEED Architectural Model .IFC/ .rvt/.gbXML
Daylight/Lighting Architectural Model .IFC/ .rvt/.FBX

3.7 Clash Detection Process

Clash detection analysis is done to check for interferences between the designs of one or many models. To
reduce change orders during construction, clash detection should be performed early and continue throughout
the design process. For clash detection to work properly your project’s models, need to have a common
reference point and they must be compatible with the clash detection tool.

4 Concurrent As-Built Modeling Plan

As-built modeling will be a collaborative effort between the Architect and consultants and the construction team. During
the construction process, the design team will incorporate changes triggered by requests for information (RFIs),
architect’s supplemental instructions (ASIs) and change orders in into the Architectural and Consultant models. At
specified dates during the construction process, the construction team will provide the design team with necessary
changes due to shop drawings, coordination drawings and change orders. As required, the completed form of the
construction will also be verified at these specified dates using laser scanning. The design team will then incorporate the
changes reported by the construction team into the Architectural and Consultant models. At the end of construction, it
will be the updated Architectural and Consultant models that are used for facility management.

5 Construction Capture Schedule

Event
Construction Capture 1
Construction Capture 2
Construction Capture 3
Construction Capture 4
Date Parties involved
Construction team, Design Team, [Laser Scanning]
Construction Team, Design Team, [Laser Scanning]
Construction Team, Design Team, [Laser Scanning]
Construction Team, Design Team, [Laser Scanning]

6 Collaboration Plan
Creating a collaboration plan early on—including defining permissions and file structures—will help team members
efficiently communicate, share, and retrieve information throughout the project. It lets you get the most out of your
collaborative project management system, saving time and increasing your ROI.

7 Document Management
A Collaborative Project Management system will have to be researched and agreed upon prior to start of project. The
requirements of the Collaborative Project Management system are:

• Be web-based or web-enabled—so all relevant, authorized project team members can remotely access it.

• Accommodate different permissions profiles for different project team members.

• Allow communication through either internal messaging or system-generated email.

• Include document management capability that lets the project team create a customized and permission-based
folder structure, which offers upload, download, and version control capabilities.

• Include a viewer that allows the project team to view .dwg, .dgn, .plt, .dwf, .pdf, .tif, .jpg, .doc, and .xls files.

• Include construction management capabilities for the tracking of requests for information (RFIs), submittals,
design review, meeting minutes, daily reports, issues, correspondence, and transmittals.

• Able to interact with the file folder structure in the document management section.

• Able to automatically accept raw data from the clash detection tool.

• Include bid management capability, and this bid management solution should allow the project team to post the
contract drawings and specifications for viewing in the form of a Plan Room.

• Allow for cost management controls, and this cost management capability should include budgeting, contracting,
change orders processing, and payments applications tracking.

• Allow the project team to run reports based on the information in the system.
 • Allow for the workflow and routing throughout the document, construction and cost management components
of the solution.

8 Document Management Solution

A document management solution will be provided by the owner. The document management solution that will be used
is called [TBD]. The architect will setup the site and set up all permissions for the site. The architect will lead a training
session for the entire project team on how to use the site. The site will be maintained from the signing of this document
until the occupation of the building.